LEGATRUST FINANCIAL ADVISORS, INC.

Overview

Legatrust Financial Advisors, Inc. is a small, independent registered investment adviser that focuses on serving individual and family clients with a fee-based planning and portfolio management model. The firm operates as an owner-controlled corporation and combines advisory services with insurance brokerage, which suggests it integrates risk-transfer solutions alongside investment planning. Investment activity is tilted toward equities — both individual exchange-traded securities and exchange-traded funds — and the firm shows a preference for manager-sourced allocations when it comes to alternatives. Its advisory menu includes financial planning, discretionary portfolio management for individuals and small businesses, select pension consulting services and the selection of third-party managers, indicating a hybrid approach that mixes in-house portfolio construction with external manager access where appropriate. Legatrust uses multiple fee arrangements (percentage of AUM, hourly, subscription and fixed fees), allowing flexibility for different client situations. The firm is not positioned as an ESG-focused allocator and it does not describe itself as a multi-state adviser. Given its size and client base, investment decisions appear to be tailored to a concentrated, high-net-worth clientele rather than a broad retail segment.

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Public Holdings

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Location & Offices